Kareo Integration
The AI receptionist works with your Kareo system to handle calls while keeping all patient data encrypted, audit-logged, and under your control. Appointment bookings and patient demographics sync to Kareo; intake summaries, insurance details, and clinical information are returned as structured summaries for your team to review and file.
Because the AI integrates with Kareo, patient data doesn't scatter across email, spreadsheets, or unsecured note apps. Appointment bookings and patient records sync securely; intake and clinical summaries are returned to your team for review and filing in your HIPAA-compliant system of record.
The AI captures intake and clinical details and returns them as a structured summary. Your staff review, verify, and decide what goes into the patient's Kareo chart. You keep control over what is and isn't in the medical record.
Kareo logs appointment bookings, patient creation, and all synced data. In a compliance review or incident, you have a complete record of who did what and when.
Callers don't leave PHI on voicemail. They reach the AI, give information over an encrypted call, and that data is captured and returned as a summary for your team to verify and file in Kareo.
HIPAA-compliant infrastructure
Encryption, BAA, and audit logging built in
Appointment bookings and demographics sync to Kareo
Encrypted transmission; intake summaries returned for staff review
Staff maintain documentation control
AI captures intake; your team reviews and decides what enters the chart
Full audit trail in Kareo
Every call, booking, and sync event timestamped and logged
Yes. A signed BAA is in place before go-live. This covers the AI system, the data sync to Kareo, and all processing of protected health information.
Call audio is not retained. The AI generates a structured summary of the conversation (appointment details, chief complaint, patient data) and returns that to Kareo and your team for review and filing. The audio itself is discarded.
The AI captures it as part of the call summary and returns it to your team. Insurance details are included in the summary for your staff to review and verify before entry into Kareo.
Yes. Kareo logs show the source of every appointment entry. AI bookings are tagged as such, so your compliance team can audit AI activity separately if needed.
The AI system has incident response protocols and notifies your practice immediately. Because all data is in Kareo (your system of record), your incident response is unified. You don't have to search multiple systems for PHI.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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